+35.9%
LBRT vs GFI
+1,273.1%
-1,237.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | +1.8% | -2.7% | +4.5% | +2.0% |
| 30D | -2.5% | +13.2% | -15.7% | -3.5% |
| 3M | -24.9% | +28.5% | -53.4% | -26.6% |
| 6M | -29.5% | -6.2% | -23.3% | -29.7% |
| YTD | +14.7% | +8.7% | +6.0% | +12.3% |
| 1Y | +91.7% | +24.8% | +66.9% | +83.9% |
| 3Y | +24.6% | +298.0% | -273.4% | +3.0% |
| 5Y | +127.7% | +546.0% | -418.3% | +74.5% |
| All | +35.9% | +1,273.1% | -1,237.2% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded GFI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling